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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

MMM holding history

3M Co in every 13F filed by Amplius Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
1,347
Value
$218.1K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of MMM by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,347$218.1K<0.1%+1,347NewHolders
Q1 20260$00.0%−1,379−100.0%Sold outHolders
Q4 20251,379$220.8K<0.1%+1,379NewHolders
Q3 20250$00.0%−1,555−100.0%Sold outHolders
Q2 20251,555$236.8K<0.1%+1,555NewHolders
Q1 20230$00.0%−1,925−100.0%Sold outHolders
Q4 20221,925$230.8K<0.1%+1,925NewHolders
Q1 20220$00.0%−909−100.0%Sold outHolders
Q4 2021909$161.0K<0.1%–No prior filingHolders